How to Actually Deliver AI Agency Projects (Onboarding, Credentials & Handover)

This video presents a practical six-step delivery framework for onboarding, building, testing, documenting, and handing off AI automation projects, emphasizing communication, expectations, and converting projects into repeat business.

– Step 1: Get payment and confirm scope.
– Step 2: Onboarding call to set timeline, availability, channel, and access.
– Steps 3–4: Weekly progress updates while building; perform end-to-end and edge-case testing.
– Steps 5–6: Deliver Loom + written SOP, collect final payment, request referrals or offer retainers.

Quotes:

No payment, no work, period.

Underpromise and overdeliver.

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